Evidence is growing that the smartphone supercycle has peaked, in our view, implying handsets and hardware will become commoditised platforms to offer software and cutting-edge underpenetrated technologies such as IoT. We believe Crimson Tide is well positioned to benefit from these trends and reiterate our Buy rating. We note the group’s commercial momentum accelerating given substantial pipeline growth post investment in sales (as reported at the group’s last trading update), ex
21 Feb 2019
Software over cellphone supercycle
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Software over cellphone supercycle
Crimson Tide Plc (TIDE:LON) | 160 0 0.0% | Mkt Cap: 10.5m
- Published:
21 Feb 2019 -
Author:
Kartik Swaminathan -
Pages:
5
Evidence is growing that the smartphone supercycle has peaked, in our view, implying handsets and hardware will become commoditised platforms to offer software and cutting-edge underpenetrated technologies such as IoT. We believe Crimson Tide is well positioned to benefit from these trends and reiterate our Buy rating. We note the group’s commercial momentum accelerating given substantial pipeline growth post investment in sales (as reported at the group’s last trading update), ex